There are multitudes of mistakes that people make when it comes to investing, and incorporating Environmental Social and Governance funds can make it that much more complicated. Today Kate Stalter gives her top tips to help avoid the most commo

Expensive Stuff Can Wreck Your Retirement

May 17th, 2019 8m 20s

We all want to invest our money in funds and companies that align with our values, but that isn’t always the best metric. Often times, Stockbrokers and other financial planners who don’t have your best interest in mind will encourage you to buy

How to Sustainable Investments Fit into Your Retirement Plan

May 14th, 2019 10m 48s

Most of us want to invest in companies that we believe in and morally support, but feeling good isn’t going to put money in your pocket. In this episode, Kate Stalter shares how you can incorporate those sustainable funds into your asset alloca

What Socially Responsible Really Means

May 10th, 2019 9m 15s

Saying you’re “socially responsible” sounds like a good thing to say, but what does that really mean? Putting your own values into perspective, that could mean something different for everyone. In this episode, Kate Stalter explains the metrics

Are Your Investments Aligned with Your Values?

May 7th, 2019 10m 12s

You want to have confidence in where your investment dollars are going. It doesn’t feel good at all to find out that your money is being invested in ways that don’t align with your values. This episode continues our focus on Sustainable Investi

What is Socially Responsible Investing

May 3rd, 2019 7m 50s

We’d all like to know the money we’re investing is being used in a way that aligns with our own goals and motives, but how can you ensure that? Today Kate Stalter talks about sustainable and socially responsible investing and how to practice mo

Should You Sell in May and Go Away?

Apr 30th, 2019 12m 58s

If you’ve been investing for a long time, chances are you’ve heard the saying “Sell in May and Go Away”. But is that sound advice you should take? Today Kate Stalter dissects the trivialities of global investments and explains why going off mon

A Glimpse Into Your Financial Future

Apr 26th, 2019 8m 8s

Have you ever wondered what your future finances will look like? Many of us have! Today Kate Stalter talks about how you can get a glimpse into your financial future with proper financial planning and execution. If you’re interested in your fin

How Earnings Make Stock Prices Go Up or Down

Apr 23rd, 2019 9m 59s

Many companies quarterly release their sales, revenue, expenses, and other financial data, but what does that mean for you? Well, in some cases it may not be applicable to your particular case, but these earnings reports do predict market fluct

Your Opinion Doesn't Matter

Apr 19th, 2019 10m 50s

As a consumer, you’ve probably been solicited at least a time or two for your opinion on a product or service that you’ve purchased. Businesses like to hear the opinion of actual customers because those opinions can inform the decisions the bus

It's Different This Time

Apr 16th, 2019 9m 36s

It’s easy to trick ourselves into thinking “it’s different this time”, but more often than not, that isn’t the case. When it comes to the stock market, cycles tend to repeat themselves and the research that’s been proven over the years is still

What The Heck Is An Index Fund Anyway

Apr 12th, 2019 13m 32s

It’s common to hear words like “stocks”, “assets”, or “index funds” thrown around when it comes to finances, but what do those words really mean? When it comes to your investments, it’s important to know what the importance of every decision tr

49: Your Stock Market Forecast

Apr 9th, 2019 13m 5s

When it comes to stocks, chances are that no matter how credible the source is, they still don’t have the answer. It’s easy to become fixated on the idea of certainty and security, but the truth is that no one person can really predict the outc

48: The Truth About the Uber IPO

Apr 5th, 2019 9m 47s

We’ve all heard of, and probably occasionally use Uber for quick and easy transportation. But have you ever heard of Lyft? Lyft is a ride sharing company, like Uber, but smaller and less known. Recently, Lyft’s stocks became available to the ge

47: Why Financial Education is Worthless

Apr 2nd, 2019 18m 19s

Education is a great and powerful thing, but some things require more than reading a few articles. Naturally we turn to professionals when we’re in legal and medical crises, so why don’t we do the same with our finances? Today Kate Stalter talk

46: Is It Harder Than Ever to Retire?

Mar 29th, 2019 10m 15s

Many Americans are unaware of the steps they need to take to be well-prepared for their retirement. Not only are they neglecting planning, but the average American doesn’t even start saving until after 55. Today Kate Stalter talks about the pre

Why Should You Invest?

Mar 26th, 2019 17m 19s

What’s best for you long-term doesn’t always feel good in the present, but those who put in the time and hard work will thank themselves in the future. Today Kate Stalter shares why you should look at the long-term horizon and how to build the

44: The Risk of Owning Boeing Stock

Mar 22nd, 2019 8m 26s

Many people go all in on companies that seem to have promising growth, but what happens when they make a mistake? Believe it or not, this is more common than you’d think. Today, Kate Stalter talks the risks of investing in single stocks and why

43: The #1 Reason You Can't Retire

Mar 19th, 2019 9m 39s

No matter how much you have in the bank, you can’t afford to not save for retirement. There are many factors to consider when planning for retirement and it’s important to make sure you’re prepared before it’s too late. Today Kate Stalter share

42: Day 11: How to Become a Better Investor

Mar 15th, 2019 9m 27s

No one can consistently pick stocks that’ll result in the highest returns, but you can learn how to make the market work for you. Most people tend to think their finances are completely out of their control, although there are many techniques y

41: Day 10: How to Become a Better Investor

Mar 12th, 2019 13m 21s

We all tend to believe the flashing headlines on our television screens, but when it comes to the market they’re almost always wrong. No one has the ability to time the market, not even journalists, but how do we avoid buying into the screaming

40: Day 9: How to Become a Better Investor

Mar 8th, 2019 14m 7s

Many people don’t realize how blinding emotions can be, especially when it comes to the stock market. It’s easy to let temporary feelings and market fluctuations dictate long-term goals. Today Kate Stalter talks about why we should put those

39: Day 8: How to Become a Better Investor

Mar 5th, 2019 15m 20s

It’s easy to get distracted by empty promises and stock brokers claiming they know “the next big thing”, but if it were that easy we’d all be millionaires. Learning how to decipher the difference between bad products and investments is necessar

38: Day 7: How to Become a Better Investor

Mar 1st, 2019 13m 10s

There will always be outside sources that claim to know the next best thing when it comes to investing, but the best thing you can do is ignore them. No one knows what you need to reach your goals better than you do. In todays’ episode, Kate St

37: Day 6: Becoming a Better Investor

Feb 26th, 2019 11m 12s

Perhaps you’re one of the many people who don’t understand why bonds are necessary for your portfolio. Stocks on their own seem to be enough, but what many people don’t know is that bonds are much less volatile than stocks. In fact, having a m